In the past 10 years, I’ve seen financial advisors finally start adopting CRMs to help automate and simplify their businesses. This was not the case when I first started.

But as you’ll discover from today’s guest, Jeff Rusin, co-founder of Advisor Tech Partners and advisor-specific CRM whiz, most advisors still aren’t tapping into the full productivity powers of their CRM.

That’s why Jeff and I recorded this show: To help your financial advice business become more productive, more profitable, and even more pleasurable.

Listen now.

Show highlights include:

• This high-quality touchpoint trick might help you sell a prospective client before your first intro meeting (5:25)
• The “Gloved CRM” approach that will save your entire team so much time that you might have to find a new hobby (6:38)
• The single most common CRM mistakes advisors make without even realizing it (14:43)
• How the rarely discussed “pattern recognition” benefit of CRMs can boost your bottom line by up to 80% (15:49)
• Why shiny object syndrome as an advisor will make your team hate your guts (and how to prevent being overwhelmed by its seductive pull) (28:31)
• A real life example of how business owners sabotage themselves, their business, and their legacies every day by making this simple error (31:03)

If you want Jeff to build a custom CRM solution that fits your financial advice business like a glove, visit his website at https://advisortechpartners.com and click the big, orange button.

Since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Most advisors need a marketing reality check:

They might run ads for a few weeks, get no results, then shut them off before they have a chance to return your investment. Or they post on LinkedIn a few times a month, then get discouraged when new clients don’t line up in their DMs. Or they send a monthly newsletter for a couple months, then decide it’s too hard.

If you’re not showing up consistently, day in and day out, then you aren’t “marketing.” You’re making excuses while your competitors are getting ahead.

Today’s show gives you your medicine. You may not like what you hear, but you’ll thank me later for waking you up.

Listen now.

Show highlights include:

• The one pattern I’ve noticed amongst unsuccessful financial advisors that holds them back (1:07)
• The 2 only ways financial advisors can improve their marketing (2:59)
• 4 questions that will give you a marketing reality check you won’t be able to ignore, but will boost every marketing activity you do (3:52)
• This competitive advantage requires no skill or talent, and yet, most financial advisors never even consider it (13:24)

Since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Here’s a harsh truth that most financial advisors don’t realize until it’s far too late:

It’s an investment in your business to repel the wrong prospects away. It makes you more productive. Improves your emotional resilience. And, most importantly, it frees up room for better clients who will listen and act on your advice without causing headaches.

But most advisors never think about “repellant marketing” until they’ve built a big business that tears them away from their family, spikes their cortisol levels to dangerous heights, and steals all of their precious time away from them.

Today’s show will help you realize this trap before it’s too late.

You’ll discover why the “meat cleaver” strategy is necessary if you want wealth and freedom. And I’ll share some of the most effective “meat cleavers” financial advisors can use to free up their time and grow their wealth.

Listen now.

Show highlights include:

• The “meat cleaver” strategy that boosts your productivity, grows your bottom line, and eliminates endless business frustration… all at the same time (2:23)
• How eliminating large swaths of potential customers is the fastest way to grow your business (5:47)
• Most financial advisors don’t have the cajones (or frankly, the cash flow) to try this specific "meat cleaver accelerator”… But nothing is better at upgrading your list of clients’ net worth (10:45)
• Why you must take back your power in your business today or you’ll forever live under someone else’s boot (15:45)

Since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.